Lead Specialist, Financial Planning and Analysis - Capital FP&A

Job Family

Finance - General

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
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Job Description Summary

Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.

Job Description

Responsibilities

* Utilize subject matter expertise to lead or participate in large cross-functional projects.

* Review and interpret data to determine past performance and/or project financial results for the most complex assignments. Share information with others and aid in planning of next steps for financial data.

* Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.

* Demonstrate technical expertise on management reporting for capital generation, functioning as a subject matter expert.

* Collaborate with leaders and management to implement new policies and procedures.

* Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

* Create communications for complex messages to a variety of audiences at the strategic and operational levels.

* Develop solid business relationships with all levels of management; partner with senior management to meet business goals.

* Act as a process owner, as needed, to ensure top performance in a control environment.

Qualifications

* Bachelor's degree in accounting or finance, or equivalent experience

* Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry

* Expert knowledge of accounting/finance

* Analytical and problem solving skills

* Strategic thinker able to communicate on business/market and legislative issues at a macro level

* Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information

* Excellent written/oral communication and presentation skills to provide complex information to diverse audiences

* Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

* Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis.

* Knowledge of statutory reporting requirements for US Life Insurance entities.

* Experience with Oracle ERP, including planning and forecasting

Working Conditions

* Hybrid (Tuesday - Thursday)

The Salary for this position generally ranges between $128,000 - $155,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography,…